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《大行報告》匯豐研究輕微上調領展(00823.HK)目標價至88.9元 評級「買入」
阿思達克 11-09 09:50
領展房產基金(00823.HK)公布收購位於澳洲三大領先零售物業的50%權益,總代價為5.382億澳元。匯豐環球研究認為,領展相關收購事項有利派息,估計收購帶來的初始股息率5.5%,明年預計為4.3%,借貸成本率為2.7%,預計收購事項對財務狀況影響有限,營運風險可控。該行維持領展「買入」評級,目標價由88.2元輕微上調至88.9元。 匯豐環球研究預計,受本港收租組合和收購帶來的增長帶動,料領展重拾派息升軌,本次收購涉及物業均位於商業中心,每平方米收入於去年領先澳洲,若高檔品牌回流這些物業、這些物業收租表現持續復甦,將有利領展業績。
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